DAVID A. HANDLER leads the Trusts and Estates Practice
Group of Kirkland & Ellis LLP. David is a fellow of the American College of
Trust and Estate Counsel (ACTEC), and a member of the NAEPC Estate Planning Hall
of Fame as an Accredited Estate Planner (Distinguished), the Chicago Estate
Planning Council, and the professional advisory committees of several non-profit
organizations. He is the author of numerous articles in estate planning and
taxation journals, and writes the monthly “tax update” column for Trusts &
Estates Magazine. He is one of only about 20 U.S. lawyers ranked in “Band 1” by
Chambers USA in the Private Wealth category, is listed in The Best Lawyers in
America©, (Trusts and Estates) and its 2016, 2019 and 2025 Trusts and Estates
“Chicago Lawyer of the Year”. David is a co-author of The Complete Estate
Planning Sourcebook (published by Wolters Kluwer). He is a frequent lecturer at
professional education seminars. David is a graduate of Northwestern University
Pritzker School of Law and received a B.S. Degree in Finance with highest honors
from the University of Illinois Gies College of Business.
Ryan James Boyle is a Senior Vice President and Chief U.S.
Economist within the Global Risk Management division of Northern Trust. In this
role, Ryan is responsible for briefing clients and partners on the economy and
business conditions, supporting internal stress testing and capital allocation
processes, and publishing economic commentaries. Prior to joining Northern
Trust, Ryan held multiple management roles at TransUnion. He researched and
reported on trends and key topics in the consumer credit industry, and he led
initiatives to improve the breadth, depth, and quality of data reported on
consumer files. Before TransUnion, Ryan worked as an economic consultant at
Navigant Consulting, supporting expert testimony in competition and securities
litigation. He started his career as a business analyst at ABN AMRO/LaSalle
Bank. Ryan holds an MBA from the University of Chicago Booth School of Business
and a bachelor’s degree in computer science, with highest honors, from DePaul
University. In addition, Ryan completed the Graduate School of Banking at the
University of Wisconsin-Madison.
Brian T. Whitlock retired as Senior Tax Partner from a Midwest
regional certified public accounting firm in October 2016. He currently practice
law.
Brian develops and implements wealth transfer strategies for high
net worth individuals; business succession planning; and the administration and
tax compliance of trusts, estates, and exempt organizations. Brian is adept at
tailoring estate tax deferral and wealth transfer strategies that fulfill the
personal and non-tax objectives of clients.
Brian received his B.A. from
Northwestern University in 1976 and his J.D. with honors from IIT/Chicago-Kent
College of Law in 1979, and his L.L.M. (Taxation) with high honors from
IIT/Chicago-Kent College of Law in 1989.
For over 13 years, Brian taught
as an Adjunct Faculty Member in the Gies College of Business at the University
of Illinois Urbana-Champaign in the Masters of Science in Taxation Program at
the Chicago Campus. He taught both “Taxation Closely Held Business Entities and
their Stakeholders” and “Fiduciary Income Taxation”.
Brian is the
current Chairman of the Illinois Board of Examiners which oversees the
administrate of the CPA Examination in Illinois. He is a Past Chairman of the
Illinois CPA Society (ICPAS). and a receipient of the ICPAS Lifetime Achievement
Award and the Chicago Estate Planning Council’s Austin Fleming Distinguished
Service Award.
In addition to his continued active involvement in
professional associations of Certified Public Accountants, Brian is a member of
the American Bar Association, including its Tax Section and the Real Property
and Probate Section; the Illinois State Bar Association; the Chicago Bar
Association, including participation in the Federal Estate and Gift Tax
Committee. Brian writes a quarter column under the by-line “Untaxingly yours”
for Taxes – The Tax Magazine, published by the CCH division of Wolters Kluwer’s.